Mumbai, Dec 2, 2025 – As Dalal Street licks its wounds from yesterday's bloodbath, fresh bulk deal disclosures reveal a frenzy of high-stakes trading that likely fueled the rout in small-caps. Over ₹10,000 Cr changed hands in 50+ block transactions on Dec 1, with heavy churn in edtech darling MCLOUD and IT player EXCELSOFT – both of which cratered 10%+ in the session. Was it coordinated dumping by big players, or just algo-driven noise?
Whispers in trading circles point to promoter exits and FII rebalancing amid sticky U.S. yields and a surprise RBI hawkishness. "These deals scream profit-taking after the post-Diwali rally – retail's getting caught in the crossfire," quips veteran broker Neha Kapoor of Vertex Trades.
The spotlight? MCLOUD, where sellers unloaded a whopping 6.08 Cr shares at ₹28.56 avg (₹1,752 Cr value), outpacing buyers' 5.66 Cr shares (₹1,633 Cr). Net outflow: 42 lakh shares, worth ₹119 Cr – a red flag for the cloud computing hype stock already nursing a 10% bruise.
Close behind: PWL (PhysicsWallah) saw near-perfect symmetry – 1.43 Cr shares bought at ₹135.86 (₹1,942 Cr) by Graviton Research, matched by an identical sell block at ₹135.94 (₹1,944 Cr). Net? A negligible 4,500-share trim, but volume like this screams institutional hot-potato.
Auto ancillary RICOAUTO mirrored the action with 1.75 Cr shares flipping hands on both sides (₹2,118 Cr buys vs. ₹2,116 Cr sells), netting a tiny 8,700-share gain. Financials heavyweight JMFINANCIL followed suit, with 51.6 lakh shares traded in a razor-thin arbitrage play (net sell: 709 shares, ₹8.8 Cr).
Top 5 Net Outflows (Sellers Dominate – Data in Cr ₹):
| Symbol | Net Shares (Lakh) | Net Value (₹ Cr) | Key Sellers |
|---|---|---|---|
| MCLOUD | -42.00 | -119.52 | HRTI, Junomoneta Finsol |
| SIGACHI | -30.06 | -114.31 | RPS Industries, Junomoneta |
| SALZERELEC | -11.11 | -87.10 | Varanium Capital, Alphagrep |
| EXCELSOFT | -44.57 | -50.28 | QE Securities, Mathisys |
| MANGALAM | -19.57 | -5.27 | Tata Capital, Mansi Broking |
Emerging Buyers: Agro plays like SBC scooped 25.5 lakh shares (₹67.9 Cr) with no counter-sell, while BESTAGRO netted 81,500 shares (+₹32.7 Cr) on fresh bets in rural recovery.
